How to identify the Xero External Id on a Customer record

How to identify the Xero External Id on a Customer record

You can identify the Xero external id related to the different Xero orgs under the Account's related list

 

Both Xero external id and Xero org id is listed here

 

 

Note: Use this information to pass to the Xero Custom Object mapping record for Invoice automation in the required Xero instance


    • Related Articles

    • Tax codes, Account codes, Currency codes and Branding Theme id

      This topic explains how to retrieve the Tax codes, Account codes, Currency codes and branding theme id from Xero Go to <Xero Tax / Branding> tab Click on the respective buttons to retrieve the codes

    • Xero Custom Object Mapping

      Xero Custom Object Mapping is an important feature of SFX. We say this is where all the magic happens. You can find the tab < Xero Custom Object Mapping > Click on [ New ] button to create you first record The layout is divided into multiple ...

    • Will Account and Contacts from Salesforce sync with xero Customers

      Yes, Accounts and Contacts from Salesforce sync from Salesforce to xero when an Invoice is created. You can also manually sync the customers in Xero by importing via data loader. Please note to include the XeroId as the external Id when you upload ...

    • Xero Custom Object Mapping – complete feature list

      Note: the Custom object mapping record should be updated with the API name of the fields on the object Below are the list of functionalities that are supported in SFX Invoice Create/Update - Create Xero Invoice - every time flow triggered based on a ...

    • How to Send Invoices Through Xero from Salesforce

      This article explains how to send an invoice from Salesforce to Xero using an automated flow and the SFX Apex action. Once triggered, the invoice will be sent through Xero, and the “Sent to Contact” status will be updated back in Salesforce ...